Demo

Customer Service Account Manager

McAlpine and Associates American Family Insurance
Hartland, WI Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/9/2025

Benefits :

  • Retirement Plan
  • Competitive salary
  • Paid time off

About Us :

McAlpine and Associates American Family Insurance is not your average insurance agency. We’re a fast-growing, vibrant team that’s passionate about making insurance simple, accessible, and stress-free for our clients. From property and casualty to life and business insurance, we cover it all—and we do it with style. We’re looking for a motivated, organized, and detail-oriented superhero to join our team as our new Customer Service Account Manager . If you're ready to juggle a variety of tasks, assist clients, and keep our office running like a well-oiled machine, we want to hear from you!

What You’ll Be Doing :

Customer Service Extraordinaire :

  • Be the first point of contact for clients and provide exceptional customer service. Answer their questions, assist with policy info, quotes, claims, and reviews—basically, be their insurance go-to.
  • Build lasting relationships with clients and always make sure they feel heard, valued, and well taken care of.
  • Respond to calls, emails, and messages faster than a speeding bullet, ensuring clients’ needs are always met.
  • Insurance Sidekick :

  • Assist in processing all things insurance—applications, renewals, endorsements, and cancellations. Accuracy is key!
  • Help our agents by keeping client information up to date and ensuring policy details are spot-on.
  • Be the backup support for policy updates, amendments, and more. You’re the person who ensures our policies are always in top shape.
  • Team Collaboration Hero :

  • Keep the team on track by ensuring smooth workflow and effective communication. You’ll be the glue that binds everything together.
  • Assist in onboarding and training new staff members on office processes and customer service standards. A positive team culture starts with you!
  • Work alongside the agency owner, agents, and staff to make sure everything’s running like clockwork.
  • Compliance & Licensing Champion :

  • Ensure that our agency adheres to all the regulations and industry standards. You’ll stay on top of licensing and compliance—leaving no room for errors.
  • Maintain your P&C Insurance License and stay ahead of the game by continuing your professional development.
  • What We’re Looking For :

    You’ve Got :

  • Your Property and Casualty (P&C) Insurance License (This is a must!).
  • At least 3 years of customer service experience (preferably in insurance or a similar field).
  • A knack for multitasking and staying organized—even when things get a little chaotic.
  • Strong communication skills (you’ll be speaking with clients, team members, and agents on the regular).
  • Proficiency in Microsoft Office, Google Workspace, and agency management software (or at least a willingness to learn).
  • A sharp eye for detail and accuracy—you spot the little things that make a big difference.
  • Bonus Points For :

  • A Life Insurance License.
  • Previous office management or supervisory experience.
  • Familiarity with insurance products and services, including claims and underwriting.
  • A problem-solving mindset—when things go sideways, you know how to turn them around.
  • A love for working with a team and contributing to a positive work environment.
  • Personal Attributes :

  • Highly motivated and ready to take ownership of your role.
  • Amazing interpersonal skills—you’re a people person through and through.
  • Calm, cool, and collected—no matter how busy the day gets.
  • Eager to learn more about the insurance world and help clients navigate it with ease.
  • Why Join Us?

  • Competitive salary and benefits package.
  • Bonuses based on performance.
  • Permissive time off because we believe in work-life balance!
  • Opportunities for growth in a well-established, supportive team environment.
  • A fun, collaborative workplace where your ideas are heard and appreciated.
  • Continued professional development to help you grow in the insurance industry.
  • If you're a motivated, organized, and licensed insurance professional who loves helping others and thrives in a fast-paced environment, we want you on our team!

    This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

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